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How do I refresh updated categories within Brex?

Brex admins and bookkeepers can refresh your updated GL accounts within Brex by performing the following actions.

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click on Manage under your active integration.

Step 3: Click Settings in the upper right corner.

Step 4: Click on Refresh next to Refresh integration (doing so will import any updates you've made to your ERP or accounting software).

Step 5: Remap the Brex categories to the new GL accounts (remember to remap all categories that you use to prevent exporting errors).

Important: Depending on the size of your chart of account, this process may take a few moments. You’re able to navigate away from the page while the refresh takes place. Otherwise you’ll see a green checkmark appear once it has completed.

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